The Relationship Manager within the Wealth Banking business provides financial advisory and investment solutions to mass-affluent customers. The role focuses on building strong client relationships, delivering tailored wealth solutions, and achieving sales objectives while ensuring strict adherence to regulatory and internal standards.
Financial Advisory & Wealth Solutions
- Provide prudent financial advisory services to address clients financial planning and investment needs.
- Recommend suitable wealth management and investment products based on client profiles and objectives.
- Support clients in achieving long-term financial goals through structured advisory solutions.
Sales Performance & Target Achievement
- Achieve and exceed individual sales targets across assigned wealth and investment products.
- Execute end-to-end sales processes accurately and within defined timelines.
- Contribute to revenue growth through effective portfolio management and opportunity identification.
Client Relationship Management
- Develop, manage, and deepen long-term relationships with assigned mass-affluent clients.
- Maintain a strong understanding of client needs to provide ongoing advisory and servicing support.
- Deliver consistent service standards to enhance client satisfaction and retention.
Compliance & Governance
- Ensure all advisory activities and documentation comply with internal policies and business processes.
- Adhere strictly to regulatory requirements including FAA and other relevant statutory acts.
- Maintain accurate records to support audits and compliance reviews.
Operational Discipline & Execution
- Manage client portfolios independently while maintaining quality and compliance standards.
- Demonstrate accountability and ownership in delivering assigned responsibilities.
- Operate effectively in a performance-driven and fast-paced environment.
Experience & Qualifications
- Recognized university degree.
- Minimum one year of relevant financial advisory experience within banking or financial services; experienced candidates may be considered for senior roles.
- Strong knowledge of wealth management and investment products.
- Results-driven and self-motivated, with the ability to work independently.
